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The Trailblazer Tracking app and client management system allows firms to record, view and track client contact, upcoming service reviews, Annual Suitability Assessments and CPD. The system will also show users key information and their progress towards goals.

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KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

 

OTHER PRACTICE AREAS:

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